Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper | 47% | 0.44% | PGIM INVESTMENTS LLC |
| 2 | PSF PGIM Jennison Value Portfolio cheaper | 44% | 0.42% | PGIM INVESTMENTS LLC |
| 3 | PGIM Jennison Focused Value ETF · PJFV cheaper | 39% | 0.75% | PGIM INVESTMENTS LLC |
| 4 | PGIM Jennison Focused Value Fund · PJIAX, PJGCX, PJGZX, PJORX, PJOQX cheaper | 39% | 0.75% | — |
| 5 | PSF PGIM Jennison Blend Portfolio cheaper | 37% | 0.45% | PGIM INVESTMENTS LLC |
| 6 | Wedbush LAFFER|TENGLER New Era Value ETF cheaper | 34% | 0.85% | — |
| 7 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 33% | 1.09% | — |
| 8 | PGIM Jennison Blend Fund · PBQAX, PRECX, PEQZX, PBQQX cheaper | 33% | 0.64% | PGIM INVESTMENTS LLC |
| 9 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 33% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 33% | 0.98% | HORIZON INVESTMENTS LLC. |
| 11 | LAFFER TENGLER Equity Income ETF · TGLR cheaper diff. adviser | 32% | 0.95% | Tuttle Capital Management, LLC |
| 12 | Hodges Blue Chip Equity Income Fund diff. adviser | 32% | 1.30% | Hodges Capital Management, Inc. |
| 13 | JNL/Invesco Diversified Dividend Fund cheaper diff. adviser | 32% | 0.68% | Jackson National Asset Management, LLC |
| 14 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 32% | 0.52% | Invesco Capital Management LLC |
| 15 | Dividend Growth Portfolio diff. adviser | 32% | 0.99% | Lord, Abbett & Co. LLC |
| 16 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 32% | 0.89% | Charles Schwab Investment Management, Inc. |
| 17 | SPIRIT OF AMERICA LARGE CAP VALUE FUND · SOAVX, SACVX, SOIVX diff. adviser | 32% | 1.22% | Spirit of America Management Corp. |
| 18 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper diff. adviser | 32% | 0.59% | Lord, Abbett & Co. LLC |
| 19 | Large Cap Core Portfolio I diff. adviser | 31% | — | UBS Trust Company of Puerto Rico |
| 20 | JAMES AGGRESSIVE ALLOCATION FUND · JAVAX diff. adviser | 31% | 1.02% | James Investment Research, Inc. |
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